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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,798 | $154,193-95.6% | $130,045-94.8% | $139,466-95.1% |
| Participation rate | 36.8% | 82.0%-45.1pp | 78.5%-41.7pp | 80.3%-43.5pp |
| Annual return | 31.06% | 32.51%-1.5pp | -137.30%+168.4pp | 373.66%-342.6pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,613 | $6,709-76.0% | $5,820-72.3% | $6,712-76.0% |
| Admin fee / account holder | $299 | $13,989-97.9% | $10,600-97.2% | $11,409-97.4% |